Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239B
AUM Growth
+$3.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,838
New
Increased
Reduced
Closed

Top Buys

1
+$827M
2
+$646M
3
+$471M
4
SWY
SAFEWAY INC
SWY
+$389M
5
MNDT
Mandiant, Inc. Common Stock
MNDT
+$350M

Top Sells

1
+$1.09B
2
+$726M
3
+$572M
4
KDP icon
Keurig Dr Pepper
KDP
+$474M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$438M

Sector Composition

1 Financials 8.85%
2 Technology 8.54%
3 Healthcare 8.09%
4 Energy 6.96%
5 Industrials 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$30.8M 0.01%
2,746,885
-527,237
1052
$30.8M 0.01%
629,379
-3,135
1053
$30.8M 0.01%
2,029,074
-27,924
1054
$30.7M 0.01%
1,732,862
-838,672
1055
$30.6M 0.01%
1,150,785
-242,750
1056
$30.6M 0.01%
882,936
-138,402
1057
$30.6M 0.01%
540,638
-3,063
1058
$30.6M 0.01%
1,327,966
+97,130
1059
$30.6M 0.01%
1,185,089
-27,319
1060
$30.5M 0.01%
970,764
+779,512
1061
$30.5M 0.01%
558,660
+74,122
1062
$30.5M 0.01%
+1,057,948
1063
$30.4M 0.01%
976,516
+60,884
1064
$30.4M 0.01%
5,974,813
+2,405,795
1065
$30.2M 0.01%
1,237,346
-100,028
1066
$30.2M 0.01%
1,014,970
+138,962
1067
$30.2M 0.01%
457,063
+195,225
1068
$30.1M 0.01%
5,118,810
+296,993
1069
$30.1M 0.01%
1,693,883
+1,013,583
1070
$30M 0.01%
520,411
+39,996
1071
$30M 0.01%
708,794
-145,979
1072
$29.9M 0.01%
2,813,656
+993,101
1073
$29.8M 0.01%
686,744
-218,454
1074
$29.8M 0.01%
419,921
-17,869
1075
$29.8M 0.01%
476,577
+128,054
41 42
43
44 45